YorkBridge Wealth Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$42K | – | 648 |
|
|
2019
Q2 | $42K | Hold |
200
| – | – | 0.02% | 385 |
|
|
2019
Q1 | $38K | Hold |
200
| – | – | 0.02% | 386 |
|
|
2018
Q4 | $28K | Hold |
200
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $40K | Hold |
200
| – | – | 0.02% | 386 |
|
|
2018
Q2 | $38K | Hold |
200
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $32K | Hold |
200
| – | – | 0.01% | 420 |
|
|
2017
Q4 | $29K | Hold |
200
| – | – | 0.01% | 443 |
|
|
2017
Q3 | $22K | Hold |
200
| – | – | 0.01% | 501 |
|
|
2017
Q2 | $21K | Hold |
200
| – | – | 0.01% | 502 |
|
|
2017
Q1 | $20K | Hold |
200
| – | – | 0.01% | 513 |
|
|
2016
Q4 | $22K | Buy |
+200
| New | +$22K | 0.01% | 463 |
|